All assignments in this course are about an individual project.

In this project, you act as a consultant to design an investment strategy for a profes-

sionally managed portfolio in Asian securities.  You are expected to design an investment strategy for a fund manager who will buy and sell securities for his/her portfolio. The port- folio strategy must be a conceptual framework for a fund manager that sets its investment policy for a long-term horizon, rather than recommending certain securities to trade at a certain time in a short period.

Your role in providing consultancy.    You are an analyst specializing in governance, law, and institutions, which you learn in this course (after lecture 4). Assume your colleagues have

already done Macroeconomic analysis, Industry analysis, and Financial analysis of individual firms. So you do not need to do your colleagues’ work.

The  objective  of the  project.    Please report (1) three Asian stocks a fund manager might select based on your strategy; and (2) three Asian stocks a fund manager might want to avoid based on your strategy. The stocks are recommended among the largest 10 stocks (according to a reasonably recent ranking) in terms of market capitalization in each country.

You may include more than one stock from a country in your portfolio. You must summarize why the fund manager might choose each stock.

Assignment  1:  Project Plan    Each student should write down a proposed timeline for the project to indicate the approximate weeks of the plan.  The plan should be within one A4 page.  The deadline is 5 pm 24/03/2023 (end of week 5) via Turnitin.  Assignment 1 is worth 0% in your final marks.

Assignment 2:  Project Report    Each student should write down a project report. The report must be no more than 3000 words, excluding the cover page, reference, and appendix. Please format the document as a professional consultancy report, which includes

(1) Cover page;

(2) Executive summary;

(3) Introduction;

(4) Factual supportive information or analysis;

(5) Conclusion;

(6) Reference;

(7) Appendix (optional, up to three A4 pages).

The deadline is 5 pm 19/05/2023 (end of week 11) via Turnitin. Assignment 2 is worth 40% of your final marks.

Submission requirement.    Please name your files as FINM3045/6045 (ID number)-(Title), e.g., FINM3045 u1234567-Title.dox, FINM6045 u1234567-Title.dox. You may lose marks for not following the required file name. We do NOT accept any late submissions.

Some tips for working on the project.    When you are working on the project, you must take into account what you learn from the course. As you learn more as you proceed in this course, you should assess your ideas continuously throughout the course until you submit the report on the due date.